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GOLDBERGER & DUBIN, P.C. — GOLDBERGER & DUBIN, P.C. RETIREMENT TRUST, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250708113704NAL0011124082001
GOLDBERGER & DUBIN, P.C.
Form 5500-SF
FILING_RECEIVED
GOLDBERGER & DUBIN, P.C. RETIREMENT TRUST
Defined-contribution retirement plan
Active participants
4
Accounts w/ balance
8
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
GOLDBERGER & DUBIN, P.C.
.
Find decision makers
Plan sponsor
Name
GOLDBERGER & DUBIN, P.C.
EIN
13-2932282
Address
401 BROADWAY, SUITE 306 · NEW YORK, NY · 10013
Phone
(212) 431-9380
Industry
Law Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-09-01
Tax period
2024-08-31
Filed
2025-07-08
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
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